A year​ ago, the Very Large Growth Fund was being quoted at an NAV of ​$21.18and an offer price of ​$22.53. ​Today, it's being quoted at ​$23.39 ​(NAV) and ​$24.88 ​(offer). What is the holding period return on this load​ fund, given that it was purchased a year ago and that its dividends and capital gains distributions over the year have totaled ​$0.97 per​ share? Assume that none of the dividends and capital gains distributions are reinvested into the fund. ​(​Hint: ​You, as an​ investor, buy fund shares at the offer price and sell at the​ NAV.)

Essentials Of Investments
11th Edition
ISBN:9781260013924
Author:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Publisher:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Chapter1: Investments: Background And Issues
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A year​ ago, the Very Large Growth Fund was being quoted at an NAV of ​$21.18and an offer price of ​$22.53.
​Today, it's being quoted at ​$23.39 ​(NAV) and ​$24.88 ​(offer). What is the holding period return on this load​ fund, given that it was purchased a year ago and that its dividends and capital gains distributions over the year have totaled ​$0.97 per​ share? Assume that none of the dividends and capital gains distributions are reinvested into the fund. ​(​Hint:
​You, as an​ investor, buy fund shares at the offer price and sell at the​ NAV.)
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